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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,009 | $175,259-85.2% | $149,723-82.6% | $139,487-81.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.34% | 166.82%-150.5pp | 134.50%-118.2pp | 373.84%-357.5pp |
| Employer contribution / active EE | $5,891 | $5,478+7.5% | $4,821+22.2% | $4,755+23.9% |
| Participant deferral / active EE | $4,919 | $6,522-24.6% | $5,682-13.4% | $6,713-26.7% |
| Admin fee / account holder | $2,585 | $16,158-84.0% | $13,215-80.4% | $11,407-77.3% |